CIAS
CGMS icon

Capital Investment Advisory Services’s Capital Group US Multi-Sector Income ETF CGMS Stock Holding History

Capital Investment Advisory Services’s Portfolio CGMS Stock Details CGMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$177K Buy
6,478
+2,390
+58% +$65.7K 0.01% 726
2026
Q1 		$111K Buy
4,088
+1,408
+53% +$38.9K 0.01% 719
2025
Q4 		$74K Sell
2,680
-5,260
-66% -$146K 0.01% 753
2025
Q3 		$220K Buy
7,940
+860
+12% +$23.8K 0.02% 557
2025
Q2 		$196K Hold
7,080
– – 0.02% 569
2025
Q1 		$193K Buy
7,080
+685
+11% +$18.8K 0.02% 542
2024
Q4 		$174K Hold
6,395
– – 0.02% 504
2024
Q3 		$178K Buy
+6,395
New +$176K 0.02% 520

Other funds holding CGMS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Investment Advisory Services's CGMS Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Capital Group US Multi-Sector Income ETF (CGMS) stake by 58% in Q2 2026, buying an estimated $65.7K and bringing the position to 6,478 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #726.

Capital Investment Advisory Services first reported a position in CGMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $220K in Q3 2025. 361 funds tracked by Wall St. Rank hold CGMS as of Q2 2026.

  • Capital Investment Advisory Services held 6,478 shares of Capital Group US Multi-Sector Income ETF worth $177K as of Q2 2026.
  • Capital Investment Advisory Services bought 2,390 Capital Group US Multi-Sector Income ETF shares in Q2 2026, an estimated $65.7K.
  • Capital Group US Multi-Sector Income ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #726 holding.
  • Capital Investment Advisory Services first reported a position in Capital Group US Multi-Sector Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Capital Investment Advisory Services's Capital Group US Multi-Sector Income ETF position peaked at $220K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held Capital Group US Multi-Sector Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.